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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,896 | $73,863-60.9% | $143,797-79.9% | $68,490-57.8% |
| Participation rate | 52.9% | 66.7%-13.7pp | 80.3%-27.4pp | 67.9%-15.0pp |
| Annual return | -8.43% | 0.91%-9.3pp | -0.04%-8.4pp | -7.85%-0.6pp |
| Employer contribution / active EE | $1,134 | $3,185-64.4% | $4,952-77.1% | $2,597-56.3% |
| Participant deferral / active EE | $1,571 | $3,385-53.6% | $5,638-72.1% | $4,028-61.0% |
| Admin fee / account holder | $14,356 | $5,756+149.4% | $14,679-2.2% | $5,403+165.7% |